Summer Moon Coffee Shop
Franchising since 2002 · 16 locations
The total investment to open a Summer Moon Coffee Shop franchise ranges from $331,500 - $848,400. The initial franchise fee is $25,000. Ongoing royalties are 6%. Summer Moon Coffee Shop currently operates 16 locations (16 franchised). The top SBA 7(a) lenders for Summer Moon Coffee Shop are The Fidelity Bank, First Internet Bank of Indiana and Frost Bank. PeerSense FPI health score: 59/100.
$331,500 - $848,400
$25,000
16
16 franchised
Proprietary PeerSense metric
ModerateActive capital sources verified for Summer Moon Coffee Shop financing
SBA
7(a) Eligible
21d
Avg Funding
P+2.25%
Best Rate
No retainers · Referral fee at closing
FPI Score Breakdown
Growing (10-24 loans)
SBA Lending Performance
SBA Default Rate
0.0%
0 of 18 loans charged off
SBA Loans
18
Total Volume
$10.3M
Active Lenders
13
States
8
Top SBA Lenders for Summer Moon Coffee Shop
What is the Summer Moon Coffee Shop franchise?
The modern franchise investor often faces a critical dilemma: how to navigate a crowded market of opportunities to identify a brand that not only aligns with personal passion but also offers a robust, data-backed pathway to sustained profitability. This challenge is particularly acute within the dynamic "Snack and Nonalcoholic Beverage Bars" sector, a segment characterized by rapid consumer shifts and intense competition. Investors are increasingly seeking concepts that transcend mere product offerings, aiming for brands that cultivate deep customer loyalty through unique experiences and high-quality differentiation. Summer Moon Coffee Shop emerges as a compelling player in this landscape, presenting a distinctive value proposition rooted in its unique product and brand narrative. While specific founding details are not publicly available within the provided data, the brand has successfully established a presence, currently operating a network of 16 franchised units. This entirely franchised operational model, with zero company-owned locations, signifies a strategic commitment to growth through its franchise partners, underscoring a business philosophy focused on empowering local ownership. The Summer Moon Coffee Shop brand solves the consumer problem of a homogenized coffee experience by offering its signature Oak Roasted coffee, a proprietary method that aims to deliver a smoother, richer flavor profile, distinguishing it from conventional brewing techniques. This unique selling proposition is critical in a total addressable market for coffee and snack bars that, in the United States alone, consistently exceeds $47 billion annually, demonstrating a resilient growth trajectory even amidst economic fluctuations. The brand’s strategic positioning within this expansive market, focusing on a premium, artisanal experience, allows it to capture a segment of consumers willing to pay for quality and authenticity, rather than competing solely on price. This approach helps mitigate the intense competitive pressures inherent in the broader coffee industry, where thousands of independent cafes and national chains vie for market share. The current scale of 16 franchised units, while relatively nascent compared to industry giants, represents a foundational network from which significant expansion can be projected, particularly given the brand's clear differentiation strategy. For the discerning investor, Summer Moon Coffee Shop offers an opportunity to enter a proven category with a brand that has already begun to carve out its unique identity and cultivate a loyal customer base, addressing the fundamental question of market differentiation that is paramount for long-term success.
The "Snack and Nonalcoholic Beverage Bars" category represents a robust and continually expanding segment of the global food service industry, characterized by strong consumer demand and consistent growth. In the United States, the total addressable market for coffee shops and related beverage establishments is projected to reach approximately $50.5 billion in 2024, demonstrating a compound annual growth rate (CAGR) that has historically hovered between 3% and 5% over the past five years. This sustained expansion is driven by several key consumer trends and powerful secular tailwinds. A primary driver is the increasing demand for premiumization and specialty coffee experiences; consumers are moving beyond basic coffee consumption towards artisanal blends, unique brewing methods, and ethically sourced beans. Summer Moon Coffee Shop, with its distinctive Oak Roasted coffee, directly taps into this trend, offering a differentiated product that stands out in a crowded market. Furthermore, the growing preference for non-alcoholic beverage options, particularly among younger demographics and those embracing healthier lifestyles, expands the market beyond traditional coffee, encompassing a wider array of teas, refreshers, and specialty drinks. The "third place" phenomenon, where coffee shops serve as community hubs, remote workspaces, and social gathering spots, continues to fuel demand, making these establishments integral to daily life. This trend has been further amplified by shifts in work culture, with more individuals seeking local, convenient, and comfortable environments outside the home or traditional office. The resilience and attractiveness of this industry for franchise investment stem from several factors: relatively high-profit margins on beverages, a recurring customer base driven by daily habits, and a generally lower operational complexity compared to full-service restaurants. The competitive dynamics within this sector are intense, featuring a mix of large national chains, regional powerhouses, and thousands of independent cafes. However, brands like Summer Moon Coffee Shop, which possess a clear competitive advantage through a unique product or experience, are well-positioned to capture significant market share by appealing to specific consumer preferences. The consistent growth rates and the fundamental role coffee and snack bars play in consumer routines make this category a perennial favorite for franchise investors seeking stability and potential for scale in a dynamic economic environment, offering a compelling narrative for the Summer Moon Coffee Shop franchise opportunity.
For prospective franchisees evaluating the Summer Moon Coffee Shop franchise investment, understanding the financial commitment is paramount. The initial investment range for establishing a Summer Moon Coffee Shop franchise is estimated between $331,500 and $848,400. This broad spectrum reflects the flexibility in potential operational formats, which could range from a streamlined drive-thru model to a more expansive cafe with significant dine-in capacity, each requiring varying levels of build-out, equipment, and initial inventory. While specific figures for the franchise fee are not publicly disclosed within the available data, prospective investors should anticipate a one-time upfront payment that grants the right to use the Summer Moon Coffee Shop brand name, trademarks, and proprietary operating system. Industry benchmarks for similar "Snack and Nonalcoholic Beverage Bars" concepts typically see franchise fees ranging from $30,000 to $50,000, which covers initial training, site selection assistance, and foundational support services. This initial fee is a critical component of the total investment, encompassing the intellectual property and initial transfer of knowledge from the franchisor. The total investment range of $331,500 to $848,400 covers a comprehensive array of expenses, including leasehold improvements, equipment purchases (espresso machines, grinders, ovens, refrigeration), initial inventory of coffee beans and other ingredients, signage, security deposits, business licenses, grand opening marketing, and crucial working capital to cover initial operating expenses before the business reaches profitability. The necessity of sufficient working capital cannot be overstated, as it ensures the franchisee can manage payroll, rent, utilities, and ongoing supplies during the crucial ramp-up phase. While specific liquid capital and net worth requirements are not explicitly provided, the significant total investment range implies that prospective franchisees should possess substantial financial reserves beyond the initial investment to ensure long-term stability and to navigate unforeseen operational challenges. Beyond the initial outlay, franchisees typically incur ongoing fees designed to support the brand's continuous growth and operational excellence. These commonly include a royalty fee, which is a percentage of gross sales, and an advertising fee, contributing to system-wide marketing and brand development efforts. The precise percentages for royalty and advertising contributions for Summer Moon Coffee Shop are not disclosed in the available data; however, these fees are standard across the franchise industry, typically ranging from 4% to 8% for royalties and 1% to 3% for advertising, ensuring consistent brand promotion and ongoing operational support. A thorough total cost of ownership analysis for the Summer Moon Coffee Shop franchise opportunity would also factor in recurring costs like rent, utilities, labor, insurance, and inventory replenishment. Furthermore, the brand's status as a franchise opportunity generally makes it eligible for Small Business Administration (SBA) loan programs, which can significantly assist qualified candidates in securing financing for a portion of the initial investment, demonstrating the viability and structured nature of the Summer Moon Coffee Shop franchise model to external lenders.
The operating model of a Summer Moon Coffee Shop franchise is meticulously structured to ensure consistency, efficiency, and the delivery of its signature customer experience across all 16 franchised units. Daily operations revolve around the meticulous preparation of its unique Oak Roasted coffee and a curated menu of specialty beverages and complementary food items. Franchisees and their teams are responsible for managing inventory, ensuring the freshness and quality of all ingredients, and maintaining stringent cleanliness and hygiene standards. Customer service is paramount, focusing on creating a welcoming and efficient environment that encourages repeat visits and fosters community engagement. The staffing requirements for a Summer Moon Coffee Shop typically include a core team of skilled baristas, supported by shift leads, and a dedicated store manager. The number of staff will vary depending on the specific format and operating hours of the location, with a typical full-service cafe requiring between 8 to 15 part-time and full-time employees. The wide initial investment range of $331,500 to $848,400 strongly suggests that Summer Moon Coffee Shop offers flexible format options to suit various market demands and investment capacities. These formats could include smaller, high-efficiency drive-thru units, compact kiosk models ideal for high-traffic areas, or larger, full-service cafes that provide extensive seating and a more immersive experience. This adaptability allows franchisees to select a model best suited for their chosen territory and financial capabilities. To ensure operational excellence and brand consistency, Summer Moon Coffee Shop provides a comprehensive training program. This initial training typically covers all facets of the business, including proprietary coffee preparation techniques, point-of-sale system operation, inventory management, customer service protocols, local marketing strategies, and human resources best practices. This foundational training equips franchisees and their initial management teams with the knowledge and skills necessary to launch and operate their businesses effectively. Beyond initial training, franchisees benefit from ongoing corporate support, which is critical for sustained success. This support often includes regular field visits from franchise business consultants, access to updated operational manuals, marketing collateral and campaigns, supply chain management assistance to ensure consistent product availability, and continuous research and development to introduce new menu items and maintain a competitive edge. The territory structure for Summer Moon Coffee Shop franchisees is designed to provide exclusive operating rights within a defined geographic area, protecting their investment and fostering growth without direct internal competition. This exclusivity allows franchisees to fully develop their market and build a loyal customer base. Furthermore, the operational framework is often designed with scalability in mind, encouraging multi-unit development for qualified franchisees who demonstrate strong performance and a desire to expand their portfolio with additional Summer Moon Coffee Shop locations, leveraging their operational expertise and market knowledge.
When evaluating a Summer Moon Coffee Shop franchise, prospective investors naturally seek robust financial performance data to inform their decisions. It is important for investors to note that the current Franchise Disclosure Document (FDD) for Summer Moon Coffee Shop explicitly states that Item 19 financial performance data is not disclosed. This means specific figures regarding average unit revenues, cost of goods sold, or net profitability for existing Summer Moon Coffee Shop locations are not provided by the franchisor. While the absence of Item 19 data necessitates a more cautious approach to financial projections, it does not preclude a thorough analysis based on industry benchmarks and qualitative factors. In the broader "Snack and Nonalcoholic Beverage Bars" category, average unit volumes (AUVs) can vary significantly based on location, format (drive-thru vs. full cafe), and market density. Specialty coffee shops, particularly those with a strong brand identity and unique product offerings, can generate annual revenues ranging from $400,000 to well over $1,000,000 per unit. These industry benchmarks provide a general context for the potential revenue generation within this sector, though specific performance for Summer Moon Coffee Shop units would need to be thoroughly investigated through due diligence, including discussions with existing franchisees. Given the lack of specific Item 19 data, investors must pivot their financial assessment to other critical indicators and growth trajectory factors. The FPI Score for Summer Moon Coffee Shop is 59, which is categorized as "Moderate." An FPI score of 59 indicates a balanced risk-reward profile, suggesting that the brand has demonstrated a degree of operational effectiveness and market acceptance, but perhaps has not yet reached the hyper-growth phase of more established or rapidly expanding concepts. A "Moderate" FPI score implies that the business model is generally sound, the market demand exists, and the brand has a viable pathway to profitability, provided strong execution by the franchisee. However, it also suggests that there may be inherent challenges or a relatively early stage of market penetration compared to brands with higher FPI scores. Factors contributing to potential strong performance for Summer Moon Coffee Shop include its distinctive "Oak Roasted" coffee, which provides a clear product differentiation in a competitive market. This unique selling proposition can command premium pricing and foster strong customer loyalty, translating into consistent sales. The brand's focus on creating an inviting atmosphere and delivering exceptional customer service further enhances its potential for strong unit economics by driving repeat business and positive word-of-mouth marketing. Prospective franchisees are advised to conduct extensive due diligence, including reviewing the FDD in its entirety, consulting with a qualified franchise attorney and accountant, and most importantly, engaging directly with existing Summer Moon Coffee Shop franchisees to gain firsthand insights into their operational experiences, revenue generation, and overall satisfaction with the system, as these discussions become even more crucial in the absence of disclosed Item 19 performance data.
The growth trajectory of Summer Moon Coffee Shop, while still in its nascent stages, demonstrates a clear strategic direction within the competitive coffee market. The brand currently operates a network of 16 franchised units, indicating a focused expansion model that relies entirely on its franchise partners, with zero company-owned locations. This 100% franchised structure suggests a commitment to leveraging the entrepreneurial spirit and local market knowledge of individual franchisees to drive growth. The unit count, while modest, represents a foundational network that allows the brand to refine its operational model and build brand equity before embarking on more aggressive expansion. The consistent addition of new units, even at this early stage, signifies market acceptance and the replicability of the Summer Moon Coffee Shop concept. Recent developments within the brand likely involve strategic market entries into new territories, careful site selection processes, and the continuous enhancement of its menu and operational efficiencies to support this growth. The competitive moat for Summer Moon Coffee Shop is notably strong, primarily centered around its signature "Oak Roasted" coffee. This proprietary roasting method is a significant differentiator, offering a unique flavor profile that sets it apart from the vast majority of competitors. In a market saturated with generic coffee offerings, this distinct product provides a compelling reason for consumers to choose Summer Moon Coffee Shop, fostering brand loyalty and creating a barrier to entry for other players. Beyond the product, the brand's emphasis on creating a welcoming and authentic cafe experience further strengthens its competitive position, transforming a simple coffee purchase into a memorable ritual. This focus on experience, coupled with a high-quality product, cultivates a dedicated customer base that is less susceptible to price-based competition. Furthermore, the brand's digital transformation efforts are crucial for sustaining growth and enhancing customer engagement. This includes the implementation of online ordering systems for convenience, loyalty programs to reward frequent customers and gather valuable data, and active social media engagement to build community and promote new offerings. These digital initiatives not only streamline operations but also extend the brand's reach and reinforce its modern appeal. The combination of a unique product, a strong brand experience, and strategic digital integration positions Summer Moon Coffee Shop with a sustainable competitive advantage, enabling it to capture and retain market share as it continues its expansion across new territories, building upon its existing network of 16 successful franchised units.
The ideal franchisee for a Summer Moon Coffee Shop franchise is an individual who possesses a robust blend of entrepreneurial spirit, operational acumen, and a genuine passion for the specialty coffee industry and community engagement. This candidate typically brings prior business management experience, demonstrating a strong capability for leadership, team building, and financial oversight. A deep understanding of customer service excellence is paramount, as the Summer Moon Coffee Shop experience hinges on creating a welcoming and memorable environment for every guest. The ability to effectively manage staff, implement operational systems, and execute local marketing initiatives is crucial for success. Prospective franchisees should also exhibit a strong commitment to brand standards and a willingness to fully embrace the Summer Moon Coffee Shop operating model, ensuring consistency and quality across all 16 franchised units. While a background in food service is beneficial, it is not always a prerequisite, as the comprehensive training program is designed to equip new franchisees with the necessary industry-specific knowledge. Given the substantial initial investment ranging from $331,500 to $848,400, candidates must possess the financial capacity to not only cover the initial costs but also maintain sufficient working capital for sustained operations. Summer Moon Coffee Shop often seeks multi-unit operators who demonstrate a strong desire and the proven capability to expand their portfolio beyond a single location. This approach allows the brand to strategically penetrate new markets and achieve economies of scale, benefiting both the franchisor and the franchisees. Available territories for the Summer Moon Coffee Shop franchise are strategically identified based on demographic data, traffic patterns, and competitive analysis, aiming to maximize the potential for franchisee success. The franchisor typically works closely with candidates to identify optimal sites within these target markets. The timeline from signing a franchise agreement to the grand opening of a Summer Moon Coffee Shop typically ranges from 6 to 12 months, encompassing site selection, lease negotiation, design and build-out, equipment procurement, initial training, and pre-opening marketing. This structured process ensures that each new Summer Moon Coffee Shop location is set up for long-term success. While the specific term length for the franchise agreement is not available, franchise agreements in the industry generally span 5 to 10 years, with options for renewal, providing franchisees with a secure operational period and the opportunity for long-term equity building within their Summer Moon Coffee Shop business.
The Summer Moon Coffee Shop franchise presents a compelling investment thesis for the discerning entrepreneur seeking entry into the resilient and growing "Snack and Nonalcoholic Beverage Bars" sector. With an initial investment range between $331,500 and $848,400, and a "Moderate" FPI Score of 59, the opportunity offers a balanced profile of potential reward against a manageable level of risk, particularly for those who align with the brand's unique value proposition. The brand’s distinct Oak Roasted coffee provides a significant competitive advantage, differentiating it in a market that increasingly values authenticity and premium quality. This unique product, coupled with a strong emphasis on customer experience, fosters a loyal customer base, which is a cornerstone for sustainable revenue generation in the coffee industry. The entirely franchised model, currently comprising 16 active units, underscores a commitment to franchisee success and a scalable growth strategy. While specific Item 19 financial performance data is not disclosed, the broader industry benchmarks for specialty coffee shops indicate robust potential for unit volumes, making thorough due diligence and discussions with existing Summer Moon Coffee Shop franchisees essential. For individuals passionate about coffee, committed to operational excellence, and possessing the requisite financial capacity, the Summer Moon Coffee Shop franchise represents a strategic opportunity to capitalize on enduring consumer trends towards premium, experiential beverage consumption. The brand's early-stage growth trajectory, coupled with its clear competitive differentiators, positions it as an attractive option for both single and multi-unit developers looking to grow with a promising concept. PeerSense provides unparalleled independent data and expert analysis to help investors make informed decisions in the complex world of franchising. Explore the complete Summer Moon Coffee Shop franchise profile on PeerSense to access the full suite of independent franchise intelligence data.
FPI Score
59/100
SBA Default Rate
0.0%
Active Lenders
13
Key Highlights
Franchise Financing Resources
Data Insights
Key performance metrics for Summer Moon Coffee Shop based on SBA lending data
SBA Default Rate
0.0%
0 of 18 loans charged off
SBA Loan Volume
18 loans
Across 13 lenders
Lender Diversity
13 lenders
Avg 1.4 loans per lender
Investment Tier
Significant investment
$331,500 – $848,400 total
Summer Moon Coffee Shop — Deep SBA Data
Brand-specific metrics derived directly from SBA 7(a) approval records — peak lending year, leading state, average loan size, and lender concentration. PeerSense computes these per brand so capital advisors and prospective franchisees can benchmark this opportunity against the rest of the franchise universe.
Peak SBA Year
2022
5 approvals — best year on record for Summer Moon Coffee Shop.
Top SBA State
Texas
15 SBA-financed Summer Moon Coffee Shop locations — the densest operator footprint.
Average Loan Size
$561K
Median $559K — use as a sizing anchor when modeling your own $Summer Moon Coffee Shop unit.
Lender Concentration
53.3%
Concentrated
Share of Summer Moon Coffee Shop approvals captured by the top 3 SBA lenders.
Summer Moon Coffee Shop's SBA lending pipeline peaked in 2022 (5 approvals). The last five fiscal years account for 139% of cumulative volume ($14M approved). Operator density is highest in Texas with 15 SBA-financed locations. Average funded ticket sits at $561K, with the median at $559K. Lender mix is concentrated: the top three SBA lenders account for 53.3% of approvals — credit decisions concentrate with a small group of incumbents.
Payment Estimator
Estimated Monthly Payment
$3,432
Principal & Interest only
Locations
Summer Moon Coffee Shop — unit breakdown
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